Lee Danner & Bass Inc
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 111002
- Registered since
- November 27, 1987
- Website
- leedannerbass.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.45%
- Charitable Organizations10.22%
- Corporations / Businesses2.04%
- Pension & Profit Sharing Plans0.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lee Danner & Bass Inc. is an SEC-registered advisory corporation founded before 1987 that provides fee-based portfolio management services to high-net-worth individuals, families and institutional clients. The firm charges a percentage-of-AUM fee and describes its advisory work as discretionary portfolio management for individuals/small businesses as well as for businesses and institutions. It is organized under individual ownership and does not identify itself as a multi-state adviser, pension consultant, or related adviser. The firm does not characterize itself as an active ESG investor or a capital allocator. The firm received recurring recognition from CNBC, appearing on the outlet’s Top 100 Financial Advisory Firms lists for 2019, 2020, 2021 and 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Investment Grade Corp Bonds8%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents5%
- Non-Investment Grade Corp Bonds3%
Contacts
3 of 6
Mark Smith
Owner and DirectorCRD 4356479
Christopher Prest
Director of OperationsCRD 4666752
Lawson Allen
President, DirectorCRD 4356491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$77.1M in ETFs
89%
$68.7M
10%
$8.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY HEALTH CARE ETF (PINK) | Active | Health | $6.4M | 163,962 | 8.33% |
Location
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 3100 West End Ave
- Time zone
- CT (UTC-6)
- Office locations
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